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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,039 | $72,404-87.5% | $110,241-91.8% | $64,181-85.9% |
| Participation rate | 51.9% | 73.3%-21.5pp | 79.8%-28.0pp | 69.6%-17.7pp |
| Annual return | 148.26% | -6.29%+154.5pp | 314.75%-166.5pp | 7.63%+140.6pp |
| Employer contribution / active EE | $647 | $2,282-71.6% | $3,827-83.1% | $2,381-72.8% |
| Participant deferral / active EE | $1,223 | $3,469-64.7% | $4,672-73.8% | $3,470-64.7% |
| Admin fee / account holder | $245 | $5,664-95.7% | $8,548-97.1% | $4,887-95.0% |